Financial advisers are a declining “olden days” model, says Michelle Levy, who instead has focused her Quality of Advice Review ...
Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state ...
Financial advice technology provider Asendium believes paraplanners are the key to unlocking growth and efficiency for the Australian advice sector.
In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement ...
In her recommendations in the Quality of Advice Review, Michelle Levy has stayed the course to do away with Statement ...
There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing ...
ASIC senior executive leader, Leah Sciacca, has reiterated the corporate regulator “encourages tech and innovation” in the financial services industry.
With Statements of Advice often cited as one of advisers’ biggest challenges to delivering affordable advice, the Financial Planning Association ...
Advisers need to be innovative in how they present a Statement to Advice to clients as the future of the ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
